J. Lawrence Manley, Jr. CFA, CIPM
Investment Advisor
lmanley@manleycapital.com
908-263-7651
Author: “Win by not Losing: How to Overcome Wall Street, Uncle Sam and Human Nature to Reach Your Investment Goals and Retire Well.” (Expected March 2023 )
I am a registered investment advisor with more than twenty-five years of value investing experience. I have always had a passion for investing and have been lucky enough to spend my career managing investment portfolios for pension funds, endowments, and high-net-worth families. Today, I use my institutional experience and knowledge to help individuals reach their financial goals.
Whether it is an improved living standard, building a family or charitable legacy, or just having the peace of mind that retirement will be comfortable and secure — Everyone wants to retire well. In my experience, there are two significant obstacles that must be overcome to reach your investment goals — Wall Street and Human Nature. As a private wealth manager, I help individuals overcome these obstacles and Retire Well.
For investors who believe that interest rates are too low, the stock market can be too volatile, and Wall Street doesn’t always put their interests first, I created an investment strategy, which finds the lowest-cost, lowest-risk way to meet your financial goals.
We grow your wealth by building portfolios that perform well in all economic environments, reducing volatility, and preserving capital in bear markets.
Unlike Wall Street’s “Traditional Blend” (a portfolio of 60% stocks and 40% bonds), our investment strategy is diversified and economically balanced, which reduces risk while maintaining reward. Additionally, we capitalize on market inefficiencies (value, size, quality, and momentum) and risk-weight our investments to enhance returns and manage risk.
I founded Manley Capital Management, LLC to employ a disciplined, institutional investment process to overcome these investment obstacles and partner with clients to grow their savings in a responsible manner that is simple yet sophisticated.
Our Philosophy
At Manley Capital, we know that you want to enjoy a comfortable and secure retirement. The problem is that planning for retirement can be complicated, and even a minor oversight can be costly, which can make you feel uncertain or overwhelmed.
We believe that everyone deserves to retire well, which is why we specialize in helping you meet your retirement goals with our simple, yet sophisticated process. We discuss your situation, goals, objectives, experiences, and concerns, to understand what is most important to you.
Next, we create your personalized "Investing for Retirement Plan," which answers the important questions: When can you retire? How can you reduce costs and your tax liability? What is your optimal level of portfolio risk? How can you get more return while taking less risk?
Finally, we communicate consistently, clearly, and honestly, so you understand exactly how and why you are positioned to reach your goals and retire well.
So, schedule an “Investing for Retirement Strategy Session” to become confident that you will enjoy a comfortable and secure retirement.